Coffee Talk
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July 15, 2026 Preparing the State Aid Claim Forms: Form A, Why RWADA Matters, Attendance Data, and How Information Affects Aid Ratios |
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August 5, 2026 Form FB and Form FT – How Data Reported is Used in Aid Calculations |
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September 9, 2026 Review of Excess Cost Aid, 4408 Data, and Tips for Maximizing Aid |
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October 2026 FALL WORKSHOPS The State Aid Planning 2026 Fall Workshop focuses on what you can do to help yourself regarding district reporting, communicating with the board, managing finances throughout the year, and ideas to help plan district finances for the future. |
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November 4, 2026 Review of Foundation Aid and Key Data Points to Monitor |
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December 9, 2026 Reserves and Fund Balance |
CTLE/CPE |
Presentation |
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January 6, 2027 Tax Cap, 180 Day Requirements, Capital Levy Exclusion, BOCES Aid and Instructional Materials Aid |
CTLE/CPE |
Presentation |
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February 2027 WINTER WORKSHOP |
CTLE/CPE |
Presentation |
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March 10, 2027 Budget Vote Process, Budget Disclosure Requirements, Property Tax Report Card, Contingent Budget and Budget Notice |
CTLE/CPE |
Presentation |
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April 7, 2027 Weird Revenues, UPK Grants, Aid for Charter School Children and Other Special Placements Aid |
CTLE/CPE |
Presentation |
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May 12, 2027 Preparing Supplemental Schedules 10-16 and NYSED’s Gold Star Reports |
CTLE/CPE |
Presentation |
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June 2, 2027 Non-Resident Tuition Billings and June 30th Reminders |
CTLE/CPE |
Presentation |
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July 23, 2025 Preparing the State Aid Claim Forms: A Closer Look at Form A and How Information Affects Aid Ratios |
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August 13, 2025 Preparing the State Aid Claim Forms: A Closer Look at Form FT and Transportation Aid |
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September 10, 2025 Review of Excess Cost Aid Submissions and Tips for Maximizing Aid |
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October TBD 2025 FALL WORKSHOPS |
CTLE/CPE |
Presentation |
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November 5, 2025 How to Calculate Building Aid: When Will it Start and How Much Will the District Receive |
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December 10, 2025 Review of Foundation Aid and Key Data Points to Monitor |
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January 7, 2026 Taking A Closer Look at Your BOCES Aid and Instructional Materials Aid to Maximize Each |
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| February 24, 2026 9 a.m. – 11 a.m. WINTER WORKSHOP |
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March 11, 2026 Budget Vote Process, Budget Disclosure Requirements, Property Tax Report Card and Budget Notice |
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April 8, 2026 UPK Grants, Aid for Charter School Children and Other Special Placements Aid |
CTLE/CPE | ||
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May 13, 2026 Preparing Supplemental Schedules 10-16 and NYSED’s Gold Star Reports |
CTLE/CPE | ||
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June 3, 2026 Non-Resident Tuition Billings and June 30th Reminders |
CTLE/CPE |
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July 10, 2024 Overview of the State Aid Claim Forms |
CTLE/CPE | ||
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August 22, 2024 Preparing the State Aid Claim Forms: How to Complete Key Areas, What to Review to Maximize Aid, and Troubleshooting Claim Form Issues and Revisions |
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October 2024 FALL WORKSHOP Various Dates and Locations Around the State |
CTLE/CPE | Presentation | |
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October 16, 2024 SLFS Reporting (Replaces ESSA Reporting for 12/31/24) |
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November 6, 2024 Review of Excess Cost Aid Submissions – Tips for Maximizing Aid |
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December 11, 2024 State Aid Output Reports and State Aid Reconciliation |
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January 15, 2025 Tax Cap Reporting and How to Calculate and Project Building Aid |
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February 12, 2025 WINTER WORKSHOP Governor’s Budget Analysis and Understanding Projections |
CTLE/CPE |
Presentation |
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March 12, 2025 Budget Vote Process, Disclosure Requirements, Property Tax Report Card, Contingent Budget and Budget Notice (A Case Study) |
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April TBD 2025 State Budget Analysis and Planning for Year-End Fund Balance |
CTLE/CPE | Presentation | |
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May 14, 2025 Supplemental Schedules 10-16 and How to Maximize Summer 4408 State Aid |
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June 4, 2025 Reviews of Expense Based Aids, June 30th Reminders, Deadlines, and Getting Ready for Year-End |
CTLE/CPE |
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July 12, 2023 Welcome to the SAP Service for 2023-2024 Meet the Planners and Resources Available to You |
CTLE | Presentation | |
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August 21, 2023 ST-3 |
CTLE | Presentation | |
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August 23, 2023 FORM A |
CTLE | Presentation | |
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August 25, 2023 FORM FB/FORM FT |
CTLE | Presentation | |
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October 10, 2023 FALL WORKSHOP |
CTLE | Presentation | |
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October 25, 2023 ESSA Reporting |
CTLE | Presentation | |
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November 8, 2023 Review of Building Aid and Overview of the School Budget Process |
CTLE | Presentation | |
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December 13, 2023 State Aid Output Reports and Managing Fund Balance |
CTLE | Presentation | |
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January 10, 2024 Tax Cap and State Aid Reconciliation |
CTLE | Presentation | |
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February 7, 2024 WINTER WORKSHOP |
CTLE | Presentation | |
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March 6, 2024 Budget Vote Process, Disclosure Requirements, Property Tax Report Card, Contigent Budget, and Budget Notice |
CTLE | Presentation | |
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April TBD, 2024 State Budget Analysis |
CTLE | Presentation | |
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May 22, 2024 Maximizing State Aid: Preview of June 30th Due Dates and Preparing for Year End |
CTLE | Presentation | |
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June 12, 2024 Review of Expense Based Aids and How to Maximize Each |
CTLE | Presentation |
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July 6, 2022 Overview of the State Aid Claim Forms |
CTLE | Presentation |
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August 17, 2022 Preparing the State Aid Claim Forms: How to Complete, Key Areas to Review to Maximize Aid & Troubleshooting Claim Form Issues and Revisions |
CTLE | Presentation |
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September 12-30, 2022 Fall Workshop |
CTLE | Presentation |
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October 12, 2022 Review of Expense Based Aids, and How to Maximize Each |
CTLE | Presentation |
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November 9, 2022 Review of Building Aid and Overview of the School Budget Process |
CTLE | Presentation |
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December 7, 2022 State Aid Output Reports and Managing Fund Balance |
CTLE | Presentation |
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January 11, 2023 Tax Cap and State Aid Reconciliation |
CTLE | Presentation |
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February 8, 2023 *Winter Workshop* Governor’s Budget Analysis and Understanding Projections |
CTLE | Presentation |
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March 8, 2023 Budget Vote Process, Disclosure Requirements, Property Tax Report Card and Budget Notice |
CTLE | Presentation |
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May 10, 2023 State Aid Budget Analysis and Non-Resident Billings |
CTLE | Presentation |
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June 1, 2023 Maximizing State Aid: Preview of June 30th Due Dates and Preparing for the Year End |
CTLE | Presentation |
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July 14, 2021 Overview of State Aid Claim Forms |
CTLE | Presentation |
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August 18, 2021 A Focus on Key Areas of the State Aid Claim Forms to Maximize Aid |
CTLE | Presentation |
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September 14, 2021 Troubleshooting Claim Form Issues and Revisions and Edits |
CTLE | Presentation |
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October 13, 2021 Review of BOCES and Transportation Aid and How to Maximize Each |
CTLE | Presentation |
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November 10, 2021 Review of Building Aid and Overview of the School Budget Process |
CTLE | Presentation |
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December 8, 2021 State Aid Output Reports and Claiming State Aid for Special Education Services |
CTLE | Presentation |
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January 12, 2022 Tax Cap and State Aid Reconciliation |
CTLE | Presentation |
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February 9, 2022 Governor’s Budget Analysis and Understanding Projections |
CTLE | Presentation |
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March 16, 2022 Budget Vote Process, Disclosure Requirements, Contingent Budget, Property Tax Report Card and Budget Notice |
CTLE | Presentation |
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May 11, 2022 Health Services and other Non-Resident Billings |
CTLE | Presentation |
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June 1, 2022 Maximizing State Aid: Preview of June 30th, Due Dates and Preparing for Year End |
CTLE | Presentation |
| Preparing NYS Transparency Report | July 8, 2020 | Presentation |
| Getting Ready for State Aid Claims Forms. What Data Should you Gather Now? | July 22, 2020 | Presentation |
| Preparing the State Aid Claims Forms: How to Complete & Key Areas to Review and Maximize Aid | August 19, 2020 | Presentation |
| Special Education – Plan for the Year: Placement Types, STAC Process & the Collection of State Aid (90 Minutes) | September 16, 2020 | Presentation |
| State Aid Claims Forms (Revisions and Edits) & Non-Resident Billing | October 14, 2020 | Presentation |
| Preparing ESSA for 2019-20 Reporting | October 20, 2020 | Presentation |
| Reserve Funds, Selected Accounting Issues, Building Aid & School Budget Process for New Business Officials | November 4, 2020 | Presentation |
| State Aid Output Reports, State Aid Reconciliation, Fund Balance & Cash Flow Projections | December 9, 2020 | Presentation |
| ESSA, Mid-Year Review, & Timely STAC Reminders | January 6, 2021 | Presentation |
| Understanding State Aid Projections and Tax Cap | February 3, 2021 | Presentation |
| Budget Vote Process, Disclosure Requirements, and Contingent Budget | March 10, 2021 | Presentation |
| State Budget Analysis, Property Tax Report Card, & Budget Notice | April 9, 2021 | Presentation |
| Federal Funds Available Under the CRRSA and ARPA Grants | May 12, 2021 | Presentation |
| Preparing and Collecting Data for Year End Close | June 16, 2021 | Presentation |